Are your cockles warmed by getting to the heart of what someone needs and wants with an open ear, compassionate heart and a knack for the art of chat?
In a nutshell
Making great financial advice available to the masses. That’s what we do. And it takes a number of dedicated, friendly teams to make sure this happens – on time, every time.
That’s where you could fit in. A calm, collected team of paraplanners supports our financial advisers. And the team is growing. The working patterns are flexible and the hours are 37.5 per week. Bonuses could add some weight to an already healthy package.
In a typical day
If you’ve got this far then you are still interested. Great news! So, let’s have a look at the main thing you would be doing every day: getting the information we need from clients, over the phone, so that we can review their financial situation. Let’s look at this in a bit more detail:
You’re the kind of person who…
We’re pretty sure you’ve got lots of skills and traits that make you a great person to be around. These are the ones that are really important for this job:
People who help other people
If you have experience of working as a paraplanner in a similar environment – great! It’s not essential, though. We’re big believers in the right person for the job and that means who you are and how you come across are as important as your skills and experience.
If we like you and you like us then we will train you on everything else you need to know. And if things go really well there is often room to progress.
If you think you are right for this role then send us an email, along with your CV, explaining why you think you and we are meant for each other. We will then get back in touch with you as soon as possible. Take care.